Richard Dwyer (CRD# 1862581) is an Investment Advisor Representative working at Tactive Advisors, LLC in Jacksonville, FL and has over 13 years of experience in the finance industry.
CRD# 2725491
Ameriprise Financial Services, LLC
CRD# 6942351
Fidelity Personal And Workplace Advisors
CRD# 5609391
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Strategy Marketplace LLC | Jacksonville, FL | Sep 2021 - Current | 2 |
| Capital Management Services, Inc. | Manchester, MO | Jul 2021 - Current | 2 |
| Argallus Financial Group Inc. | Jacksonville, FL | Mar 2012 - Current | 12 |
| Camarda Wealth Advisory Group | Fleming Island, FL | Mar 2021 - Jun 2021 | < 1 |
| Capital Management Services, Inc. | Manchester, MO | Mar 2018 - Mar 2021 | 3 |
| Sgl Financial, LLC | Buffalo Grove, IL | Apr 2016 - Mar 2018 | 1 |
| Voya Financial Advisors | Jacksonville, FL | Oct 2014 - Apr 2016 | 1 |
| Argallus Wealth Advisors, Inc. | Boca Raton, FL | Sep 2012 - Sep 2015 | 3 |
| Argallus Retirement Services | Boca Raton, FL | May 2014 - Oct 2014 | < 1 |
| Resource Horizons Group, LLC | Marietta, GA | Nov 2013 - Sep 2014 | < 1 |
| Bright Owl Investment Advisors | Kentwood, MI | Jun 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2011 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2011 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- FL
- IL
- MO
- OH
- TX
- WA
-
Total Assets Under Management406MILLIONS
-
Total Number of Accounts1,200ACCOUNTS
-
Average Account Value$338,173
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, CT, FL, HI, IL, MA, MI, MO, NC, NV, OH, TX, WA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.